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ISMSX vs JVMRX
ISMSX vs JVMRX Comparison
Open Charts ISMSX vs JVMRX
VY® American Century Sm-Mid Cp Val S2
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets288.62M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
ISMSX vs JVMRX Comparison Chart in %
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ISMSX vs. JVMRX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISMSX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. ISMSX (289M). ISMSX pays higher dividends than JVMRX: ISMSX (1.77) vs JVMRX (0.84). ISMSX was incepted earlier than JVMRX: ISMSX (17 years) vs JVMRX (14 years). ISMSX (1.53) is less costly to investors than JVMRX (0.75). ISMSX (51.00) and JVMRX (49.00) have comparable annual turnover. ISMSX has a lower initial minimum investment than JVMRX: ISMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. ISMSX (-1.40). JVMRX return over 5 years is better than : 55.40 vs. ISMSX (11.22).
| ISMSX | JVMRX | ISMSX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.53 | 0.75 | 204% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -1.876 | 12.064 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 24.3B | 1% |
| Annual Yield % from dividends | 1.77 | 0.84 | 211% |
| Returns for 1 year | -1.40 | 3.02 | -46% |
| Returns for 3 years | 0.59 | 25.20 | 2% |
| Returns for 5 years | 11.22 | 55.40 | 20% |
| Returns for 10 years | 5.63 | 59.55 | 9% |
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